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Abstract APOGEE is a high-resolution ( R ∼ 22,000), near-infrared, multi-epoch, spectroscopic survey of the Milky Way. The second generation of the APOGEE project, APOGEE-2, includes an expansion of the survey to the Southern Hemisphere called APOGEE-2S. This expansion enabled APOGEE to perform a fully panoramic mapping of all of the main regions of the Milky Way; in particular, by operating in the H band, APOGEE is uniquely able to probe the dust-hidden inner regions of the Milky Way that are best accessed from the Southern Hemisphere. In this paper we present the targeting strategy of APOGEE-2S, with special attention to documenting modifications to the original, previously published plan. The motivation for these changes is explained as well as an assessment of their effectiveness in achieving their intended scientific objective. In anticipation of this being the last paper detailing APOGEE targeting, we present an accounting of all such information complete through the end of the APOGEE-2S project; this includes several main survey programs dedicated to exploration of major stellar populations and regions of the Milky Way, as well as a full list of programs contributing to the APOGEE database through allocations of observing time by the Chilean National Time Allocation Committee and the Carnegie Institution for Science. This work was presented along with a companion article, Beaton et al. (2021), presenting the final target selection strategy adopted for APOGEE-2 in the Northern Hemisphere. 

We investigate the inner regions of the Milky Way using data from APOGEE and Gaia EDR3. Our inner Galactic sample has more than 26 500 stars within | X Gal |< 5 kpc, | Y Gal |< 3.5 kpc, | Z Gal |< 1 kpc, and we also carry out the analysis for a foreground-cleaned subsample of 8000 stars that is more representative of the bulge–bar populations. These samples allow us to build chemo-dynamical maps of the stellar populations with vastly improved detail. The inner Galaxy shows an apparent chemical bimodality in key abundance ratios [ α /Fe], [C/N], and [Mn/O], which probe different enrichment timescales, suggesting a star formation gap (quenching) between the high- and low- α populations. Using a joint analysis of the distributions of kinematics, metallicities, mean orbital radius, and chemical abundances, we can characterize the different populations coexisting in the innermost regions of the Galaxy for the first time. The chemo-kinematic data dissected on an eccentricity–| Z | max plane reveal the chemical and kinematic signatures of the bar, the thin inner disc, and an inner thick disc, and a broad metallicity population with large velocity dispersion indicative of a pressure-supported component. The interplay between these different populations is mapped onto the different metallicity distributions seen in the eccentricity–| Z | max diagram consistently with the mean orbital radius and V ϕ distributions. A clear metallicity gradient as a function of | Z | max is also found, which is consistent with the spatial overlapping of different populations. Additionally, we find and chemically and kinematically characterize a group of counter-rotating stars that could be the result of a gas-rich merger event or just the result of clumpy star formation during the earliest phases of the early disc that migrated into the bulge. Finally, based on 6D information, we assign stars a probability value of being on a bar orbit and find that most of the stars with large bar orbit probabilities come from the innermost 3 kpc, with a broad dispersion of metallicity. Even stars with a high probability of belonging to the bar show chemical bimodality in the [ α /Fe] versus [Fe/H] diagram. This suggests bar trapping to be an efficient mechanism, explaining why stars on bar orbits do not show a significant, distinct chemical abundance ratio signature. 

Abstract The Apache Point Observatory Galactic Evolution Experiment 2 (APOGEE-2) is a dual-hemisphere, near-infrared (NIR), spectroscopic survey with the goal of producing a chemodynamical mapping of the Milky Way. The targeting for APOGEE-2 is complex and has evolved with time. In this paper, we present the updates and additions to the initial targeting strategy for APOGEE-2N presented in Zasowski et al. (2017). These modifications come in two implementation modes: (i) “Ancillary Science Programs” competitively awarded to Sloan Digital Sky Survey IV PIs through proposal calls in 2015 and 2017 for the pursuit of new scientific avenues outside the main survey, and (ii) an effective 1.5 yr expansion of the survey, known as the Bright Time Extension (BTX), made possible through accrued efficiency gains over the first years of the APOGEE-2N project. For the 23 distinct ancillary programs, we provide descriptions of the scientific aims, target selection, and how to identify these targets within the APOGEE-2 sample. The BTX permitted changes to the main survey strategy, the inclusion of new programs in response to scientific discoveries or to exploit major new data sets not available at the outset of the survey design, and expansions of existing programs to enhance their scientific success and reach. After describing the motivations, implementation, and assessment of these programs, we also leave a summary of lessons learned from nearly a decade of APOGEE-1 and APOGEE-2 survey operations. A companion paper, F. Santana et al. (submitted; AAS29036), provides a complementary presentation of targeting modifications relevant to APOGEE-2 operations in the Southern Hemisphere. 

Abstract The SDSS-IV Apache Point Observatory Galactic Evolution Experiment (APOGEE) survey has obtained high-resolution spectra for thousands of red giant stars distributed among the massive satellite galaxies of the Milky Way (MW): the Large and Small Magellanic Clouds (LMC/SMC), the Sagittarius Dwarf Galaxy (Sgr), Fornax (Fnx), and the now fully disrupted Gaia Sausage/Enceladus (GSE) system. We present and analyze the APOGEE chemical abundance patterns of each galaxy to draw robust conclusions about their star formation histories, by quantifying the relative abundance trends of multiple elements (C, N, O, Mg, Al, Si, Ca, Fe, Ni, and Ce), as well as by fitting chemical evolution models to the [ α /Fe]–[Fe/H] abundance plane for each galaxy. Results show that the chemical signatures of the starburst in the Magellanic Clouds (MCs) observed by Nidever et al. in the α -element abundances extend to C+N, Al, and Ni, with the major burst in the SMC occurring some 3–4 Gyr before the burst in the LMC. We find that Sgr and Fnx also exhibit chemical abundance patterns suggestive of secondary star formation epochs, but these events were weaker and earlier (∼5–7 Gyr ago) than those observed in the MCs. There is no chemical evidence of a second starburst in GSE, but this galaxy shows the strongest initial star formation as compared to the other four galaxies. All dwarf galaxies had greater relative contributions of AGB stars to their enrichment than the MW. Comparing and contrasting these chemical patterns highlight the importance of galaxy environment on its chemical evolution. 

Abstract We present a search for close, unresolved companions in a subset of spatially resolved Gaia wide binaries containing main-sequence stars within 200 pc of the Sun, utilizing the APOGEE–Gaia Wide Binary Catalog. A catalog of 37 wide binaries was created by selecting pairs of stars with nearly identical Gaia positions, parallaxes, and proper motions, and then confirming candidates to be gravitationally-bound pairs using APOGEE radial velocities. We identify close, unresolved stellar and substellar candidate companions in these multiple systems using (1) the Gaia binary main-sequence and (2) observed periodic radial velocity variations in APOGEE measurements due to the influence of a close substellar-mass companion. The studied wide binary pairs reveal a total of four stellar-mass close companions in four different wide binaries, and four substellar-mass close companion candidates in two wide binaries. The latter are therefore quadruple systems, with one substellar mass companion orbiting each wide binary component in an S-type orbit. Taken at face value, these candidate systems represent an enhancement of an order of magnitude over the expected occurrence rate of ∼2 per cent of stars having substellar companions >2 MJup within ∼100 day orbits; we discuss implications and possible explanations for this result. Finally, we compare chemical differences between the components of the wide binaries and the components of the candidate higher-order systems and find that any chemical influence or correlation due to the presence of close companions to wide binary stars is not discernible. 

ABSTRACT Recent evidence based on APOGEE data for stars within a few kpc of the Galactic Centre suggests that dissolved globular clusters (GCs) contribute significantly to the stellar mass budget of the inner halo. In this paper, we enquire into the origins of tracers of GC dissolution, N-rich stars, that are located in the inner 4 kpc of the Milky Way. From an analysis of the chemical compositions of these stars, we establish that about 30 per cent of the N-rich stars previously identified in the inner Galaxy may have an accreted origin. This result is confirmed by an analysis of the kinematic properties of our sample. The specific frequency of N-rich stars is quite large in the accreted population, exceeding that of its in situ counterparts by near an order of magnitude, in disagreement with predictions from numerical simulations. We hope that our numbers provide a useful test to models of GC formation and destruction. 

ABSTRACT The contribution of dissolved globular clusters (GCs) to the stellar content of the Galactic halo is a key constraint on models for GC formation and destruction, and the mass assembly history of the Milky Way. Earlier results from APOGEE pointed to a large contribution of destroyed GCs to the stellar content of the inner halo, by as much as 25 ${{\ \rm per\ cent}}$, which is an order of magnitude larger than previous estimates for more distant regions of the halo. We set out to measure the ratio between nitrogen-rich (N-rich) and normal halo field stars, as a function of distance, by performing density modelling of halo field populations in APOGEE DR16. Our results show that at 1.5 kpc from the Galactic Centre, N-rich stars contribute a much higher 16.8$^{+10.0}_{-7.0}\, {{\ \rm per\ cent}}$ fraction to the total stellar halo mass budget than the 2.7$^{+1.0}_{-0.8}\, {{\ \rm per\ cent}}$ ratio contributed at 10 kpc. Under the assumption that N-rich stars are former GC members that now reside in the stellar halo field, and assuming the ratio between first and second population GC stars being 1:2, we estimate a total contribution from disrupted GC stars of the order of 27.5$^{+15.4}_{-11.5}\, {{\ \rm per\ cent}}$ at r = 1.5 kpc and 4.2$^{+1.5}_{-1.3}\, {{\ \rm per\ cent}}$ at r = 10 kpc. Furthermore, since our methodology requires fitting a density model to the stellar halo, we integrate such density within a spherical shell from 1.5 to 15 kpc in radius, and find a total stellar mass arising from dissolved and/or evaporated GCs of MGC,total = 9.6$^{+4.0}_{-2.6}\, \times$ 107 M⊙. 

ABSTRACT We report evidence from APOGEE for the presence of a new metal-poor stellar structure located within ∼4 kpc of the Galactic Centre. Characterized by a chemical composition resembling those of low-mass satellites of the Milky Way, this new inner Galaxy structure (IGS) seems to be chemically and dynamically detached from more metal-rich populations in the inner Galaxy. We conjecture that this structure is associated with an accretion event that likely occurred in the early life of the Milky Way. Comparing the mean elemental abundances of this structure with predictions from cosmological numerical simulations, we estimate that the progenitor system had a stellar mass of ∼5 × 108 M⊙, or approximately twice the mass of the recently discovered Gaia-Enceladus/Sausage system. We find that the accreted:in situ ratio within our metal-poor ([Fe/H] < –0.8) bulge sample is somewhere between 1:3 and 1:2, confirming predictions of cosmological numerical simulations by various groups.